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Bob is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, and planning. Bob works closely with a broad range of high-net-worth individuals and multi-generational families, specializing in the areas of gift and estate planning, charitable gift planning, trust and estate administration, individual taxation, and wealth preservation. Bob serves as a practice leader in the Family Wealth and Estate Planning group. Bob joined Lumsden McCormick in 2008 and was named partner in 2022.
Niagara University, Bachelor of Business Administration, Accounting (Magna Cum Laude)
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Treasurer
Western New York Estate Planning Council, President
Buffalo Business First, 40 Under 40 Honoree, 2021
Niagara University
- Board of Trustees, Serving on Mission, Investment and Finance Committees
- Alumni Association, Western New York Chapter Leader
The Foundations of Catholic Health, Board Member
The Little-Kittinger Foundation, Secretary
Community Foundation for Greater Buffalo, Professional Advisor Council
Mount St. Mary's Hospital Foundation, Lewiston, NY; former Board Chair and Treasurer
Mount St. Mary's Hospital Board of Associates, Lewiston, NY; former Chairman
Association for a Buffalo Presidential Center, former Board Member
PUCCS Charitable Fund, former Board Member
Estate planning for individuals living outside the United States involves understanding domicile and residency, navigating tax implications, and considering asset location and jurisdiction. It also requires awareness of marital deduction rules, succession laws, and the importance of professional advice to ensure a comprehensive and compliant estate plan.
Lumsden McCormick presents a highlight summary of the significant cost-of-living adjustments (COLA) effective for 2025.
A defined-value gift can help maximize the current federal gift and estate tax exemption by transferring hard-to-value assets, like business interests, at a specified dollar amount. This strategy, if structured with precise language and a formula clause, can reduce tax risks by aligning the gift’s value with IRS standards. Consulting with an advisor ensures proper documentation and minimizes potential IRS challenges.
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Discover the expiring provisions of the Tax Cut and Jobs Act (TCJA) and their impact on your financial planning and tax strategies for 2025 and beyond. Plus, gain insights from our Financial Market Update.
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